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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,009 | $48,274-33.7% | $63,244-49.4% | $59,633-46.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 4.00% | -240.79%+244.8pp | -70.31%+74.3pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $1,297 | $1,586-18.3% | $2,322-44.2% | $2,203-41.1% |
| Participant deferral / active EE | $1,467 | $2,343-37.4% | $2,953-50.3% | $3,192-54.0% |
| Admin fee / account holder | $1,281 | $3,600-64.4% | $5,893-78.3% | $4,297-70.2% |